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CIK: 0002008178
Total reported value
$290.9M
$290.9M
75 檔
35.9%
The Q4 2024 SEC filing reveals that Shared Vision Wealth Group LLC held a total portfolio value of $290.9M, covering 75 public equity positions.
During Q4 2024, Shared Vision Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 23.38% | -0.70% | -0.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.71% | +1.98% | -0.53% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.25% | -0.24% | -2.55% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.35% | -1.06% | +0.50% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.32% | -0.04% | -2.23% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.28% | -0.31% | +4.58% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.20% | -0.09% | -1.63% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.81% | -1.32% | +8.85% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.72% | -0.06% | +9.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.94% | +0.02% | -9.84% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.83% | -0.84% | +7.29% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.68% | -0.13% | +2.87% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.66% | -0.90% | +2.45% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +1.31% | +0.77% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.53% | +0.05% | -3.68% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.40% | -0.50% | -1.98% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.36% | +0.01% | +9.57% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.34% | -0.07% | +9.46% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | +0.02% | -0.20% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.83% | -0.01% | -8.87% | |
| 21 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.77% | -0.16% | -41.45% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.75% | -0.03% | +11.37% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.68% | +0.02% | +117.91% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | -0.75% | +2.99% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | -0.11% | — | |
| 26 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.63% | +0.02% | +0.28% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.60% | — | +2.01% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.02% | -7.67% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.15% | +8.48% | |
| 30 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.46% | -0.69% | -1.62% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.09% | -13.11% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | — | |
| 33 | IVLU | Ishares Msci International V | ETF-Other | 0.42% | -0.05% | +22.26% | |
| 34 | IEV | Ishares Europe ETF | ETF-Other | 0.41% | -0.04% | +0.56% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.03% | -21.74% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.01% | — | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.18% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.01% | — | |
| 40 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.37% | -0.06% | +36.80% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | -4.83% | |
| 42 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.35% | -0.03% | +0.45% | |
| 43 | CMF | Ishares California Muni Bond | ETF-Other | 0.34% | — | +0.04% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.30% | — | -8.40% | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.28% | -0.01% | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | +0.06% | -4.49% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | — | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.23% | — | -6.52% | |
| 49 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.22% | — | — | |
| 50 | IFRA | Ishares US Infrastructure | ETF-Other | 0.21% | — | -6.23% |
According to official SEC Form 13F filings, Shared Vision Wealth Group LLC reported a total U.S. public equity portfolio value of $290.9M across 75 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 35.9% of total reported equity market value during Q4 2024.
During Q4 2024, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (23.4%)、IVV (13.7%)、IUSB (11.3%). The largest single position, AAPL, represented 23.4% of total portfolio value.
In Q4 2024, Shared Vision Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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